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Katelan St laurent

Allstate Financial Services, LLC

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About Katelan St laurent

Katelan St laurent is a financial advisor with Allstate Financial Services, LLC. Katelan has been in the financial services industry since September 2019. Katelan is registered with the states of Massachusetts and Rhode Island. Katelan is also licensed to sell Investment Company Products/Variable Contracts.

Firm Information

Katelan St laurent is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Katelan St laurent’s Registration & Firm History

MA

09/27/2019 - Present

Allstate Financial Services, LLC (Attleboro MA)

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Licenses & Designations

BC

Issued 04/23/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/27/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/15/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katelan St laurent.
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